Berkeley, Inc
Annual return '25
+22.9%
SPY '25
+17.7%
Alpha
+5.2ptsvs SPY
Invested
$298.1M
Holdings
81
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IDHQ
INVESCO EXCH TRADED FD TR II
Q4 2025: Exited (was 467.8k shares)
7.8%
02
$DSTL
ETF SER SOLUTIONS
Q4 2025: Exited (was 382.9k shares)
7.1%
03
$V
VISA INC
Q4 2025: Exited (was 47.2k shares)
5.3%
04
$NVR
NVR INC
Q4 2025: Exited (was 1.9k shares)
4.3%
05
$IUS
INVESCO EXCH TRD SLF IDX FD
Q4 2025: Exited (was 116.4k shares)
4.2%
06
$OPPJ
WISDOMTREE TR
Q4 2025: Exited (was 222.1k shares)
4.1%
07
$MKL
MARKEL GROUP INC
Q4 2025: Exited (was 5.2k shares)
3.5%
08
$EVMO
MORGAN STANLEY ETF TRUST
Q4 2025: Exited (was 313.1k shares)
3.4%
09
$GOOGL
ALPHABET INC
Q4 2025: Sold 94.2% (39.6k → 2.3k shares)
3.4%
10
$SPGI
S&P GLOBAL INC
Q4 2025: Exited (was 16.9k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.